Robert
Kolb
Gradient Advisors, LLC
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About this Advisor
Robert Kolb is a financial advisor based in Rocklin, California, working with Gradient Advisors, LLC. Robert has previously held positions at Mml Investors Services Inc, Securities Management And Research, Inc, Gradient Advisors LLC, Kolb Financial & Ins Services, and Go Green Financial & Ins Services. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Robert is part of Gradient Advisors, LLC, which operates out of Rocklin, California. The firm has 129 offices and 157 employees. The firm manages assets totaling $207.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Gradient Advisors, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Gradient Advisors, LLC Brokerage Details
$207,096,853
157
2,706
$76,532
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Robert Kolb Work History
Gradient Advisors LLC
Kolb Financial & Ins Services
Go Green Financial & Ins Services
Securities Management And Research, Inc
Mml Investors Services Inc
Disclosures
Please visit the SEC profile of Robert Kolb to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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